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Processing Integrated Payments and Tips in Shortcuts
This guide provides step-by-step instructions on how to process payments and tips using an integrated credit card system within Shortcuts Point-of-Sale (POS). It also covers options for reversing charges and printing receipts.
Processing Payments
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Initiate Payment:
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Select the "Card" button at the bottom of the screen.
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Press the "Process" button to activate the credit card machine.
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Customer Payment Selection:
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The customer selects their payment method (credit or debit).
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The total cost of services will be displayed (e.g., $55).
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Tip Addition:
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The customer is prompted to add a tip amount.
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The POS system supports swiping, inserting, or tapping the card, depending on the card type.
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Tip Distribution Options
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Split Tips:
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Tips can be evenly split among employees based on the value of their services.
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Assign Tips:
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The entire tip amount can be assigned to a specific employee.
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Reversing Charges
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If a transaction was processed incorrectly or the customer changes their mind, charges can be reversed within the POS system.
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Simply follow the prompts to cancel the transaction and reprocess as needed.
Finalizing the Sale
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Once payment is completed, select "Done" to finish the sale.
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Optionally, print a receipt if the customer requests one.
Key Takeaways
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The Shortcuts POS system simplifies payment processing, tip management, and charge reversals.
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Employees can split or assign tips based on service value.
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Customers have flexible payment options, including credit, debit, and contactless methods